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Helen of Troy
HELE

Overview Fund Activity

254 hedge funds and large institutions have $2.28B invested in Helen of Troy in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 89 reducing their positions, and 40 closing their positions.

Holders
254
Holders Change
-17
Holders Change %
-6.27%
% of All Funds
3.7%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
88
Reduced
89
Closed
40
Calls
$31.3M
Puts
$49.3M
Net Calls
-$18.1M
Net Calls Change
+$31.1M

Top Buyers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$29.7M
2
Invesco
2
Invesco
Georgia
$18M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$107M
4
Capital International Investors
4
Capital International Investors
California
$39.1M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$5.66M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$7.23M
3
Lord, Abbett & Co
3
Lord, Abbett & Co
New Jersey
$0
4
CCMLC
4
Cardinal Capital Management LLC (Connecticut)
Connecticut
$1.79M
5
Goldman Sachs
5
Goldman Sachs
New York
$13.1M
Name Market Value Shares Shares
Change 		Shares
Change %
SFM
26
Systematic Financial Management
New Jersey
$18M 193,869 +760 +0.4%
GKIM
27
GW&K Investment Management
Massachusetts
$17.4M 187,595 -6,719 -3%
Morgan Stanley
28
Morgan Stanley
New York
$16.8M 181,572 +11,711 +7%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$14.7M 157,970 +11,909 +8%
Goldman Sachs
30
Goldman Sachs
New York
$13.1M 141,671 -92,277 -39%
KCM
31
Kennedy Capital Management
Missouri
$12.4M 133,263 +45,562 +52%
Wellington Management Group
32
Wellington Management Group
Massachusetts
$11.5M 123,581 +42,193 +52%
Citadel Advisors
33
Citadel Advisors
Florida
$8.73M 94,084 +17,521 +23%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$8.6M 92,714 +1,363 +1%
LCM
35
Landscape Capital Management
New Jersey
$8.55M 92,188 +34,115 +59%
Principal Financial Group
36
Principal Financial Group
Iowa
$8.39M 90,516 -8,426 -9%
Public Employees Retirement Association of Colorado
37
Public Employees Retirement Association of Colorado
Colorado
$8.23M 88,787 -302 -0.3%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$8.12M 87,555 -1,683 -2%
SEI Investments
39
SEI Investments
Pennsylvania
$7.9M 85,229 +33,428 +65%
AQR Capital Management
40
AQR Capital Management
Connecticut
$7.25M 78,155 -2,986 -4%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$7.23M 77,969 -707,505 -90%
UBS Group
42
UBS Group
Switzerland
$7.23M 77,944 +41,534 +114%
Jane Street
43
Jane Street
New York
$6.97M 75,117 +22,553 +43%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$6.33M 68,260 +27,998 +70%
Verition Fund Management
45
Verition Fund Management
Connecticut
$6.21M 66,989 +55,924 +505%
CIP
46
Chartwell Investment Partners
Pennsylvania
$5.8M 62,507 -1,916 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$5.66M 61,082 +61,082 New
Creative Planning
48
Creative Planning
Kansas
$5.25M 56,563 -218 -0.4%
GIA
49
Gladstone Institutional Advisory
Florida
$5.07M 54,709 +12,998 +31%
Ameriprise
50
Ameriprise
Minnesota
$5.03M 54,260 +16,082 +42%
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